BYD

According to Acea data, BYD’s new registrations in Europe in the first nine months rose 150 percent to 206,002 vehicles. Overall EU new registrations in September increased by 9.3 percent; battery-electric cars registered a sales increase of almost 73 percent and reached a market share of 22.7 percent. High fuel prices and government subsidies are cited as the main drivers of the EV boom. » Mere på manager-magazin.de

BYD increased EU registrations in the first nine months by 150 percent to 206,002 vehicles and is therefore ahead of Tesla. The overall EU car market grew by only 5.7 percent, allowing BYD to gain significant market share. Volkswagen remains almost at last year’s level with 2.23 million new registrations, while BMW and Mercedes-Benz report only moderate growth. Electrified powertrains are gaining strongly: pure electric cars reach a 22.7 percent market share, while hybrids remain the leader at 36.3 percent. » Mere på deraktionaer.de

According to reports, Michael Burry has bought BYD shares for the first time, citing a thesis of cost leadership driven by extensive vertical integration and the Blade-LFP battery. The half-year results paint a mixed picture: revenue and profit fell, but gross margin rose slightly — confirming Burry’s cost advantage but not an increase in profits. Burry also holds a short position on Tesla, and he did not disclose the number of shares or weighting of the BYD position, so his purchase is seen more as a signal than a model for buying. Investors should weigh the thesis against risks such as an ongoing price war in China, potential tariffs and geopolitical tensions, and follow a disciplined entry plan. » Mere på finanzen.net